BBAE Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
BBAE Advisors LLC
CRD #269900
SEC #801-104469
CIK #
AUM $0.8 M (2025-03-26)
Employees 3 (0% Investors, 100% Brokers)
Phone972-618-0043
Address7700 Windrose Ave
Plano, TX 75024
Source [IAPD] [Website]
Total AUM ($M)
806448321602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 91 0.7
(b) Individuals (high net worth individuals) 4 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 95 0.8
By Discretionary
Discretionary 95 0.8
Non-Discretionary 0 0.0
Total 95 0.8
By Non-United States Persons
Non-United States Persons 0.7
United States Persons 0.1
Total 95 0.8
Comparable Firms State AUM ($B)
Savvy Financial Inc
TN 0.0
Elphinstone Inc
NY 0.0
OIA Ltd
0.0
Filippo Stipo Capital Management LLC
0.0
Wavvest Wealth LLC
IL 0.0
MAKE the Memory Financial Planning LLC
0.0
Trove Investment Advisors LLC
TX 0.0
Inherent Wealth Fund LLC
CA 0.0
BVB and Partners Sa
0.0
AURA Finance Inc
CA 0.0
Terms | Privacy | Guide
tony@aum13f.com